A proposal tells a client what your business would deliver, charge and require from them, and small wording changes can shift those obligations: “help with migration” and “complete the migration” allocate different work. An assistant drafting from incomplete notes may also fill a gap with a reasonable-sounding date or price, which reads just as smoothly as a supported one. A substantive review compares the commitment made by the words with the evidence and authority behind it. A contradicted amount can be repaired from the record; an unapproved date needs information or a business decision. An AI reviewer, a separate assistant asked to check the proposal against its records, can help expose that boundary, and its own findings need evidence too. We will check the proposed terms, obtain a separate review of substance and clarity, repair supported defects and judge the resulting saved proposal for the decision the client will make.

Choose a short proposal you plan to share, together with the original request, current approved notes and pricing decisions. Start by telling the assistant what you want the client to decide. A document exploring alternatives can show open choices; one asking for approval needs its material offer clear enough to accept. The intended client decision determines what the review must establish.

Identify which version you are reviewing and which records contain approved decisions, tentative ideas or superseded terms. The notes can show what was agreed while still needing an update if circumstances changed. You can also explicitly approve a new offer rather than expecting every future commitment to appear in an old record. Share only material you are authorized to use in that assistant.